See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,754 | $63,346-34.1% | $92,233-54.7% | $70,131-40.5% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 15.01% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $946 | $2,471-61.7% | $3,679-74.3% | $2,342-59.6% |
| Participant deferral / active EE | $4,435 | $2,854+55.4% | $3,897+13.8% | $3,332+33.1% |
| Admin fee / account holder | $28 | $3,840-99.3% | $5,194-99.5% | $4,645-99.4% |